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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $170M AUM 1,549 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 576 Added 292 Reduced 44 Exited
Page 71 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 IOSP INNOSPEC INC Basic Materials 8.0 $651.0 +3.0 +60.0% $81.38 +15.3%
1402 BL BLACKLINE INC Technology 23.0 $646.0 $28.09 +4.3%
1403 NWSA NEWS CORP NEW Communication Services 26.0 $646.0 $24.85 +15.5%
1404 EPAC ENERPAC TOOL GROUP CORP Industrials 18.0 $645.0 $35.83 +3.5%
1405 NWE NORTHWESTERN ENERGY GROUP IN Utilities 9.0 $645.0 $71.67 -1.2%
1406 HHH HOWARD HUGHES HOLDINGS INC Real Estate 9.0 $643.0 $71.44 -6.7%
1407 AAT AMERICAN ASSETS TR INC Real Estate 26.0 $642.0 $24.69 -8.3%
1408 JBI JANUS INTERNATIONAL GROUP IN Industrials 115.0 $638.0 $5.55 -7.9%
1409 MIAMI INTL HLDGS INC 17.0 $632.0 -64.0 -79.0% $37.18
1410 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7.0 $630.0 $90.00 +16.8%
1411 TARS TARSUS PHARMACEUTICALS INC Healthcare 10.0 $629.0 $62.90 +12.3%
1412 VIKING HOLDINGS LTD 6.0 $628.0 NEW $104.67
1413 CMPR CIMPRESS PLC Communication Services 6.0 $610.0 NEW $101.67 -9.8%
1414 DLTR DOLLAR TREE INC Consumer Defensive 5.0 $605.0 $121.00 +7.1%
1415 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6.0 $596.0 $99.33 -9.3%
1416 XYL XYLEM INC Industrials 5.0 $591.0 $118.20 -0.6%
1417 WABC WESTAMERICA BANCORPORATION Financial Services 10.0 $587.0 $58.70 +1.4%
1418 KALU KAISER ALUMINIUM CORPORATION Basic Materials 3.0 $587.0 $195.67 -5.2%
1419 LBRX LB PHARMACEUTICALS INC Healthcare 18.0 $584.0 NEW $32.44 +42.5%
1420 AESI ATLAS ENERGY SOLUTIONS INC Energy 35.0 $581.0 $16.60 -22.8%
Page 71 of 78  ·  1,549 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 29.9%
Consumer Cyclical 8.3%
Healthcare 7.7%
Communication Services 7.1%
Industrials 6.9%
Consumer Defensive 2.9%
Energy 2.2%
Utilities 1.8%
Basic Materials 1.5%